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Ishares Tr shares owned by Liberty Wealth Management

Quarter-by-quarter ownership of Ishares Tr (IBHF) shares owned by Liberty Wealth Management from 13F filings

Historical chart of Liberty Wealth Management investment in Ishares Tr

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All positions including Ishares Tr held by Liberty Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Liberty Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $200k 8.7k 23.08

More positions owned by Liberty Wealth Management

Dimensional Etf Trust Etf (DFAU)
Ishares Tr Etf (IVW)
Dimensional Etf Trust Etf (DFAC)
Apple (AAPL)
Ishares Tr Etf (QUAL)
Blackrock Etf Trust Etf (DYNF)
Dimensional Etf Trust Etf (DFCF)
Ishares Tr Etf (IVV)
Dimensional Etf Trust Etf (DUHP)
Ishares Tr Etf (IVE)
Dimensional Etf Trust Etf (DFGX)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Etf (DFIC)
Vanguard Index Fds Etf (VTI)
Ishares Tr Etf (IUSB)

View all positions for Liberty Wealth Management

Top funds holding Ishares Tr

LPL Financial
Cambridge Investment Research Advisors
Private Advisor
Arrow Financial Corp.
Wells Fargo & Company
LBMC Investment Advisors
Sterling Financial Group
Northwestern Mutual Wealth Management Company
Cowa
Sequoia Financial Advisors
Mid-American Wealth Advisory Group
Straightline Group
Raymond James Financial
Littlejohn Financial Services
Hurley Capital

View all funds holding Ishares Tr